Customer Service Representative - Houston, United States - Beyond Finance, Inc.

Description

**Customer Service Representative**

at Beyond Finance Houston, Texas **About Beyond Finance**

Beyond Finance is a next generation financial services company. Our goal is to provide financial peace of mind to our clients by giving them simple and transparent financial products that are customized to their individual circumstances.

We are in constant pursuit of disruptors that will help us get to the next level. Our workforce includes celebrated, diverse talents working towards the common objective of developing something transformational for the debt relief industry.

Our team spirit and culture are what set us apart as a company. We love what we do, and we have fun doing it.

**About The Role**

We are looking to expand our Client Success Department. As a Client Success Specialist, the ideal candidate will serve as the primary point of contact for clients enrolled in Beyond Finances financial hardship programs and provide the connection between our Enrollment and Negotiation teams. To be successful in this role, one must possess a second-to-none work ethic, an upbeat, positive attitude, and a strong attention to detail.

Our Client Success Department is critical to the success of helping maintain Beyonds exemplary customer brand and this role focuses largely on meeting the needs of our clients by responding promptly to client requests and possessing an acute awareness that allows them to anticipate the clients needs and exceed expectations.

**What Youll Do**

Above all else, provide a best-in-class client service experience over the phone and other communication channels. You would be responding to client requests and anticipating unstated needs by answering general inquiries as well as addressing any problems or concerns they may have as they progress through our program to ensure a successful program graduation

Through demonstrated effective listening, can analyze client concerns, and provide solutions in a timely and efficient manner

Utilize Client Relationship Management software to facilitate the process of responding to and addressing client inquiries and concerns

Thoroughly document client interactions, requests and outcomes for accurate tracking and analysis

Utilize appropriate resource materials to provide one-call resolution when possible and resolve client inquiries/concerns with limited escalation to supervisors

Work efficiently and effectively, both as a team and independently

Develop and maintain positive client relations and coordinates with other departments within the company to ensure requests and questions are handled appropriately and in a timely manner

Employ strong interpersonal skills to handle difficult calls courteously and professionally, both written and verbal

**What We Look For**

Experience providing excellent customer service

A proven top performer who understands how to provide outstanding service and exceed objectives

Excellent interpersonal communication skills, both verbal and written

Strong critical thinking, multi-tasking, and problem-solving abilities

Ability to remain professional, empathetic, polite, flexible, confident, tactful, and patient when faced with complex problems and escalated client interactions

Strong commitment to punctuality as the employee must be ready to report to work on time and on a consistent basis

Ability to adapt to a fast-paced environment and prioritize directives and/or changes accordingly

**Required Skills and Experience**

Effective Communication (i.e. active listening, written and verbal communication)

Compliance and Regulatory Awareness

Supports Team/Department Collaboration and Inclusion

Critical Thinking and Problem Solving/Analysis

We are looking for great people to join a fast-paced, growing, and innovative business. We offer:

Considerable employer contributions for health, dental and vision programs

401(K) match

Merit advancement opportunities

Career development & training

Location (City) * *

**U.S. Equal Opportunity Employment Information (Completion is voluntary)**

Individuals seeking employment at Beyond Finance are considered without regards to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, or sexual orientation. You are being given the opportunity to provide the following information in order to help us comply with federal and state Equal Employment Opportunity/Affirmative Action record keeping, reporting, and other legal requirements.

Completion of the form is entirely **voluntary**. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

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If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

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Form CC-305

OMB Control Number

Expires 05/31/2023

**Voluntary Self-Identification of Disability**

We are a federal contractor or subcontractor required by law to provide equal employment opportunity to qualified people with disabilities. We are also required to measure our progress toward having at least 7% of our workforce be individuals with disabilities. To do this, we must ask applicants and employees if they have a disability or have ever had a disability. Because a person may become disabled at any time, we ask all of our employees to update their information at least every five years.

Identifying yourself as an individual with a disability is voluntary, and we hope that you will choose to do so. Your answer will be maintained confidentially and not be seen by selecting officials or anyone else involved in making personnel decisions. Completing the form will not negatively impact you in any way, regardless of whether you have self-identified in the past. For more information about this form or the equal employment obligations of federal contractors under Section 503 of the Rehabilitation Act, visit the U.S. Department of Labors Office of Federal Contract Compliance Programs (OFCCP) website at .

You are considered to have a disability if you have a physical or mental impairment or medical condition that substantially limits a major life activity, or if you have a history or record of such an impairment or medical condition.

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